Alexa Phillips's Location
Miami, Florida, United States
Alexa Phillips's Work
- Vice President, Retirement Services @ USI Consulting Group
- Vice President, Institutional Asset Management Group, Retirement Business Development Officer @ PNC
- Assistant Vice President, New Business Development Officer @ BB&T
- Advisor, Senior Relationship Manager, Retirement Plan Consultant @ Legacy Retirement Plan Advisers LPL Financial
- Regional Director External Wholesaler Worked With Business Development Manager @ Nationwide
- Emr, External Wholesaler Retirement and Investor Services @ Principal Financial Group
- Retirement Services District Manager @ ADP
- Sales Representative @ ICMA-RC
- Internal Wholesaler @ Roger Engemann & Assoc
- Financial Service Representative @ SunAmerica Retirement Markets
Alexa Phillips's Education
- UC Irvine
Bachelor of Arts in Business Administration (Economics)
1985 - 1987 - University of Southern California
(Economics)
1984 - 1985 - University of California
- UC Irvine
Bachelor of Arts
Alexa Phillips's Skills
- 401k
- Retirement Plan Consulting
- Financial Advisory
- Asset
- Direct Sales
- 403b
- 457
- Defined Benefit
- Plan Design
- 401a
Alexa Phillips's Summary
Alexa Phillips, based in Miami, Florida, United States, is currently a Vice President, Retirement Services at Usi Consulting Group, bringing experience from previous roles at PNC, Bb&t, Legacy Retirement Plan Advisers LPL Financial and Nationwide Insurance. Alexa Phillips holds a 1985 - 1987 Bachelor of Arts in Business Administration in Economics @ UC Irvine. With a robust skill set that includes 401k, Retirement Plan Consulting, Financial Advisory, Asset, Direct Sales and more, Alexa Phillips contributes valuable insights to the industry. Alexa Phillips has 5 emails and 1 mobile phone number on RocketReach.
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